Form 990 for tax year 2022

Revenue

Part VIII, the statement of revenue.

• 1f · All other contributions, gifts and grants

  $298,666

• 3 · Investment income

  total $470,550 · excluded $470,550

• 7a · Gross sales of assets other than inventory

  securities $7,343,038

• 7b · Less cost or other basis and sales expenses

  securities $7,499,523

• 7c · Gain or loss

  securities -$156,485

• 7d · Net gain or loss

  total -$156,485 · excluded -$156,485

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $4,330,473 · program services $4,330,473

• 11c · Fees: accounting

  total $13,280 · management and general $13,280

• 11f · Fees: investment management

  total $85,551 · management and general $85,551

• 20 · Interest

  total $118,690 · management and general $118,690

• 24a · Other expenses: FUND DEVELOPMENT

  total $150,606 · fundraising $150,606

• 24b · Other expenses: MISCELLANOUS

  total $4,032 · fundraising $4,032

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $54,000 · end of year $147,979

• 2 · Savings and temporary cash investments

  beginning of year $10,218 · end of year $9,530

• 3 · Pledges and grants receivable

  end of year $8,540

• 11 · Investments: publicly traded securities

  beginning of year $20,766,548 · end of year $14,151,652

• 15 · Other assets

  beginning of year $5,379 · end of year $1,907

• 17 · Accounts payable and accrued expenses

  beginning of year $28,332 · end of year $26,939

• 23 · Secured mortgages and notes payable

  beginning of year $2,850,000 · end of year $3,500,000

• 25 · Other liabilities

  beginning of year $26,836 · end of year $20,135

• 27 · Net assets without donor restrictions

  beginning of year $17,930,977 · end of year $10,772,534

The filer's explanations (Part III)

PART I, LINE 3

COMPENSATION PAID TO THE CEO IS DETERMINED BY UNITED LUTHERAN PROGRAM FOR THE AGING. THEY USE THE FOLLOWING METHODS TO DETERMINE COMPENSATION: 1)COMPENSATION COMMITTEE; 2) INDEPENDENT COMPENSATION CONSULTANT; 3) FORM 990 OF OTHER ORGANIZATIONS; 4) COMPENSATION SURVEY OR STUDY; 5)WRITTEN EMPLOYMENT CONTRACT; AND 6) APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE.

PART I, LINE 4B

NAME: STEPHANIE CHEDID, DESCRIPTION: RELATED ULPA MADE CONTRIBUTIONS TO 457(F) PLAN, CURRENT YEAR AMOUNT: $50,000. PLAN DESCRIPTION: PARTICIPATED IN 457(F) DEFERRED COMP PLAN VIA RELATED ULPA. NO DISTRIBUTIONS MADE 2022

PART I, LINE 7

THE CEO AND CFO ARE ELIGIBLE FOR DISCRETIONARY BONUS PAYMENTS.

PART I, LINE 8

DEFERRED COMPENSATION PLAN WITH CEO.